KWB Wealth SPMB Holdings History
KWB Wealth's SPDR Portfolio Mortgage Backed Bond ETF Holding Summary
As of 2025-06-30, KWB Wealth held - shares of SPDR Portfolio Mortgage Backed Bond ETF(SPMB), totaling N/A. This investment constitutes 0% of their stock portfolio, and KWB Wealth now holds 0% of the outstanding SPDR Portfolio Mortgage Backed Bond ETF(SPMB) stock.
The initial trade took place in 2021Q2. And since then KWB Wealth has made 8 purchases of SPMB, at an average price of $25.35, for a total of 1.79 Mil shares. In addition, there have been 8 sales at an average price of $21.78 for 1.79 Mil shares. Based on historical transaction data and SPMB's current price of $21.83, KWB Wealth's estimated gain on his SPMB holdings is $-6.39 Mil, reflecting a -14.06% gain to date.
KWB Wealth SPMB ($21.83) Holding Chart
KWB Wealth SPMB ($21.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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